Plan Snapshot
- Plan Sponsor: From The Heart Church Ministries
- Sponsor EIN: 521215805
- Sponsor Address: 4949 ALLENTOWN RD, SUITLAND, MD, 207463934
- Plan Type: 403(b)
- Total Participants: 101
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $10.0M | $168,315 | $535,918 |
| 2023 | 93 | $9.0M | $166,080 | $557,611 |
| 2022 | 91 | $8.4M | $162,255 | $505,581 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIMPSON & SIMPSON, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $57,079 | $33,373 | $23,706 | — | — |
| 2023 | $52,096 | $30,656 | $21,440 | — | — |
| 2022 | $52,601 | $30,155 | $22,446 | — | — |